NVTS Navitas Semiconductor Corporation

Navitas Semiconductor (NVTS) just picked up a high profile project. The U.S. Army awarded the company the ALATTIS program to develop 10 kV silicon carbide power chips for mission-critical defense systems. Recent trading tells a mixed story for Navitas Semiconductor. The share price has climbed 2.1% over the past 30 days but is still down 29.0% over 90 days. At the same time, the 1-year total shareholder return of 62.5% and 3-year total shareholder return of 75.6% point to stronger longer term...

Navitas Semiconductor recently announced it had been awarded the U.S. Army-backed ALATTIS program to develop next-generation 10 kV silicon carbide power semiconductor technology and a new domestic manufacturing process for ultra-high-voltage devices. This defense-funded project highlights Navitas’s role in advancing 10 kV SiC IGBTs and PiN diodes for mission-critical military and infrastructure applications, reinforcing its position in ultra-high-voltage power electronics. We’ll now...

Navitas Semiconductor has delivered a strong multi year share price run, helped most recently by a sharp jump after securing a new U.S. Army contract. This naturally puts the spotlight on whether the current valuation lines up with what its balance sheet can support. With the stock now trading around US$11.73, the key issue for you is whether that price still makes sense when compared with the company’s book value and the wider semiconductor industry. Over the past 3 years, Navitas...

Nvidia fell 0.7%, reversing from Monday’s gains, when it announced a $150 billion expansion to its stock buyback plan and software to tackle the problem of AI safety. Navitas Semiconductor closed flat, erasing earlier gains seen after it received a U.S. Army grant to develop power semiconductor technology. The company has faced a recent slump in its share price, navigating recent quarterly losses and a patent dispute with peer Wolfspeed.

Navitas stock has dropped from its highs earlier this year but an Army project award is helping a rebound.

Navitas Semiconductor Corp (Nasdaq:NVTS) won a US Army award to develop 10 kV silicon carbide power chips for military systems. The award covers the ALATTIS prototype project, which targets a domestic manufacturing process for silicon carbide insulated-gate bipolar transistors and associated...

Lumentum's AI-driven optical demand, strong earnings growth, and expanding data center opportunities set it apart from Navitas Semiconductor.

The program aims to create a domestic manufacturing process for 10 kV devices

Navitas Semiconductor was selected for a U.S. Army-backed program to develop next-generation 10 kV silicon carbide devices for mission-critical defense systems.

Magnachip Semiconductor (NYSE:MX) shares climbed 14% after the company announced a $5 million strategic equity investment from Navitas Semiconductor (NASDAQ:NVTS), strengthening an existing partnership focused on silicon carbide power semiconductor technology. The investment follows a collaboration announced in July 2026 to accelerate the adoption of silicon carbide (SiC) technology in high-voltage and ultra-high-voltage applications.

On May 21, 2025, Nvidia Corp. (NVDA) named a partner for its new 800-volt data center architecture. For Nvidia, this was housekeeping. A supplier announcement. As such, NVDA stock hardly budged. For Navitas Semiconductor Corp. (NVTS), a small power-chip maker, it was the most important day in the company’s history. Shares spiked more than 180% in a single session.InvestorPlace - Stock Market News, Stock Advice & Trading Tips Two completely different outcomes for the same press release. We call t

GLOBALFOUNDRIES (GFS) has drawn fresh attention after Navitas Semiconductor confirmed the first shipments of its 5th Generation GaNFast products from the Burlington, Vermont facility, produced on the GLOBALFOUNDRIES 200 mm GaN-on-silicon platform. Despite the Navitas and other recent technology announcements, GLOBALFOUNDRIES’ share price has been under pressure in recent months, with a 30 day share price return of down 12.08% and a 90 day share price return of down 48.09%. At the same time,...

GlobalFoundries (NasdaqGS:GFS) and Navitas Semiconductor announced the first U.S. shipments of advanced GaNFast power chips under a new manufacturing partnership. The GaNFast devices are aimed at AI data centers, industrial power systems, and national security uses, with production now based at U.S. fabs. The move adds a new domestic source of next generation power semiconductors for high performance computing and defense related applications. This kind of progress at GlobalFoundries is one...

Qualcomm (QCOM) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Navitas’ Claros acquisition could reshape its growth prospects, giving investors another factor to weigh as they assess the stock.

Navitas Semiconductor (NVTS) has agreed to acquire Claros, Inc. in a transaction valued at up to about US$233 million, aiming to expand its AI data center power delivery capabilities and complete its grid to processor portfolio. Navitas Semiconductor’s latest Claros announcement comes after a volatile stretch for the stock, with a 1-day share price return of 1.72%, a 30-day share price return of 13.92%, a 90-day share price decline of 56.93%, and a year-to-date share price gain of 48.45%,...

Navitas Semiconductor (NVTS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Navitas Semiconductor has more than doubled over the past year, yet the stock still screens as undervalued on market multiples while scoring as relatively expensive on broader value checks. That split leaves investors weighing a strong share price run against a low overall value score. Navitas Semiconductor is up about 104.3% over the past year, which puts added focus on whether recent optimism is already well reflected in the share price. The planned acquisition of Claros, which targets...

Companies in The News Are: DKS,KURA,NVTS,WMT

Navitas Semiconductor (NasdaqGM: NVTS) has entered a definitive agreement to acquire Claros, Inc., a company focused on power management for next-generation AI data centers. The deal is aimed at expanding Navitas Semiconductor's portfolio in high power solutions that span from the grid to AI processors. Navitas Semiconductor expects the Claros acquisition to support its broader AI infrastructure strategy and increase its addressable market. For readers watching how AI infrastructure could...

An intriguing acquisition could double the market opportunity for the power chip leader.

Navitas Semiconductor Corp (NASDAQ:NVTS) shares rose in Tuesday premarket trading after the company announced a definitive agreement to acquire Claros, Inc. for up to approximately $232.8 million, expanding its AI data-center power portfolio. Navitas Expands AI Power Portfolio The acquisition would add Claros’ vertical power delivery, or VPD, and integrated voltage regulator, or IVR, technologies to Navitas’ GaN and high-voltage silicon carbide portfolio. Navitas said the combination would exten

The shift to 800-volt AI rack architectures is quietly creating winners in a corner of the chip market most investors overlook, and three small-cap semiconductor names under $50 each carry real exposure to that buildout alongside risks that could make or break the thesis.

Navitas will acquire Claros, Inc., expanding its AI data center power capabilities.

Navitas stock is now down 59% from the peak it hit earlier this year.

Both companies burned cash heavily in 2025, but their paths to profitability, and risks, diverge sharply.

While Wall Street crowds into the same AI megacaps, the real infrastructure buildout runs through specialty chip names that most desks barely touch, and three of them are quietly posting explosive growth metrics that generalist money has yet to notice.

Nvidia has posted eight straight quarters of revenue growth while Navitas Semiconductor faces a downward spiral, widening the gap between the two chipmakers.

Navitas Semiconductor just posted a 6% single-day surge after weeks of brutal selling, and now investors are facing a question that cuts to the heart of risk tolerance: bounce or breakout, and who exactly is this stock for?

Navitas Semiconductor and Magnachip have entered into a new partnership focused on silicon carbide, or SiC, power technologies for high voltage applications. The agreement involves Magnachip licensing Navitas Semiconductor's SiC technology to support Magnachip's entry into high voltage and ultra high voltage power markets. The collaboration targets energy infrastructure and automotive use cases, with scope for broader joint initiatives over time. Navitas Semiconductor, traded as...

Moby summary of Magnachip Semiconductor Corporation's Q2 2026 earnings call

The company's second-quarter performance raised investor concerns.

Non-GAAP loss held at $9.3 million while a $203.1 million remeasurement drove the GAAP numbers

Navitas Semiconductor beats Q2 revenue estimates as AI-driven high-power demand and a stronger third-quarter outlook reinforce its growth strategy.

Navitas Semiconductor highlights its AI infrastructure shift, with high-power markets driving growth as the company advances Navitas 2.0 and expands product opportunities.

Navitas Semiconductor (NASDAQ: NVTS) shares fell about 10% in premarket trading on Tuesday after investors focused on the company's large GAAP net loss, despite second-quarter revenue topping Wall Street expectations. The power semiconductor company reported an adjusted loss of $0.04 per...

Navitas Semiconductor Corp (NVTS) reports a 22% revenue increase and strategic growth in high-power markets, while navigating legal disputes and rising operational costs.

Navitas topped second-quarter revenue estimates and outlined a stronger third-quarter outlook, but a wider net loss weighed on the stock in extended trading.

Navitas Semiconductor (NASDAQ:NVTS) reported second-quarter 2026 revenue of $10.5 million, up 22% sequentially from $8.6 million in the first quarter, as growth in higher-power markets offset the company’s continued exit from mobile and low-end consumer applications. President and CEO Chris Allexan

Navitas Semiconductor (NVTS) delivered earnings and revenue surprises of 0.00% and +5.82%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

ServiceNow's revenue has grown steadily to $4 billion, while Navitas has contracted sharply — but its recent uptick hints at a potential inflection point.

On July 23, 2026, Navitas Semiconductor Corporation announced a partnership with Magnachip Semiconductor under which Magnachip will license Navitas’ GeneSiC Trench-Assisted Planar silicon carbide technology across 1,200 V, 2,300 V, 3,300 V and higher-voltage platforms, gaining access to Navitas’ SiC supply chain while preparing to manufacture the technology at its South Korean fab. The agreement opens a path for both companies to target high-voltage power markets such as grid infrastructure,...

Navitas Semiconductor stock has had a sharp pullback over the past month, yet the latest valuation checks still point to a company that screens as expensive rather than a clear bargain. Navitas Semiconductor shares are down 43.8% over the past month, which has quickly reset sentiment after a strong run over longer periods. The newly announced partnership with Magnachip around high voltage silicon carbide may support growth expectations. At the same time, execution risk on technology transfer...

Navitas Semiconductor (NVTS) drew attention after announcing a partnership with Magnachip Semiconductor to license its GeneSiC Gen 4 and Gen 5 silicon carbide technologies, giving Magnachip access to Navitas’ SiC supply chain and materials ecosystem. See our latest analysis for Navitas Semiconductor. Alongside this new SiC partnership, Navitas Semiconductor’s recent trading has been choppy, with the 30 day share price return down 43.79% and the 90 day share price return down 30.38%. However,...

The momentum trade just posted a brutal selloff, and the highest-beta names took the hardest hits. Three stocks now sit in the crosshairs of a potential rebound so violent it could reward patient speculators with triple-digit gains.

Navitas Semiconductor heads into second-quarter earnings on strong AI data center momentum, amid near-term revenue transition risks and a rich valuation.

A new generation of futuristic, high-flying tech stocks has been cut down roughly 65% from its highs. That is enough damage to start looking for opportunity — but not enough to make every stock a bargain.

A new generation of futuristic, high-flying tech stocks has been cut down by roughly 60% from its highs. That is enough damage to start looking for opportunity — but not enough to make every stock a bargain.

Navitas Semiconductor is shifting toward AI infrastructure, with growing demand for GaN and SiC power chips supporting its long-term growth outlook.

AMD's revenue has grown 77% over eight quarters while Navitas has declined 58%, widening an already massive gap between the two chipmakers.